Adding a task to an access review

Roles and permissions

The following roles can add a task to an access review:

Administrators with manager permissions for the access review
Compliance managers with manager permissions for the access review
Users with manager permissions for the access review

You can use tasks to assign work related to an access review. Tasks for access reviews can be added manually or generated automatically based on launching the review and review due dates. For more information, see Access review tasks.

The Tasks tab on an access review allows you to create, assign, and monitor tasks associated with that access review. You can create tasks in Hyperproof for Hyperproof users or contacts and a notification email is sent to them when the task is assigned. If you are using task integration to assign tasks using a third-party application, the assignee can be someone who is not a Hyperproof user and will see their task in that application. For example, if you have integrated Hyperproof and Jira, the assignee will see their new task in Jira. Changes made to the Jira task are sent to the Hyperproof task.

Tasks created for access reviews also display in Work items under Tasks. Tasks might include providing a CSV file for a list of users or the company directory, or a screenshot of a user list from one of the applications being reviewed.

To add a task to an access review

From the left menu, select Access reviews.
Select an access review.
Select the Tasks tab.
Click +New.
Do any or all of the following:
- Enter a name for the task (required)
  Tip
  Task titles have a 250-character limit.
- Enter a description with any additional information the assignee might need.
  The following rich text formatting is supported: bulleted and numbered lists, headings, links, code, emojis, bold, italic, and strikethrough.
- Change any of the following by hovering over the field value and clicking the Edit icon. Note that the task's status and target cannot be changed until the task is created.
  Assignee (by default, the task is assigned to the task creator)
  Note
  By design, if a task assignee changes a task from Not started to In progress, the task status still shows Submit. The Activity Feed shows the actual status of In progress.
  Note
  Email notifications are not sent if the individual creating the task is also the assignee. If the assignee is different from the individual creating the task, the assignee receives an email notification indicating that they've been assigned a task.
  Due date - Select a date from the calendar.
  Priority
  Target - When the task is closed, proof attached to this task is linked to the target object. If necessary, you can change the target on a task after it's created.
  See Changing targets for tasks.
  Note
  Proof cannot be linked until the task is created. When proof is uploaded, it's linked to the task and is visible in the task's proof area. The proof remains linked to the task until the task is submitted and closed.
  When the task is closed, the proof can be found in the task's proof area, the linked object's Proof tab—e.g. the Proof tab of a control—, and in the organization's main proof list. This activity can be observed in the task's Activity Feed.
If you have enabled an integration with another project management system, click the integration name and fill in the required fields. For more information on specific integrations, see Integrations.
Click Create.

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Adding a task to an access review

Roles and permissions

Tip

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